US11004149B2 - Mobile securities trading platform - Google Patents
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- US11004149B2 US11004149B2 US16/834,636 US202016834636A US11004149B2 US 11004149 B2 US11004149 B2 US 11004149B2 US 202016834636 A US202016834636 A US 202016834636A US 11004149 B2 US11004149 B2 US 11004149B2
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
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- G—PHYSICS
- G09—EDUCATION; CRYPTOGRAPHY; DISPLAY; ADVERTISING; SEALS
- G09B—EDUCATIONAL OR DEMONSTRATION APPLIANCES; APPLIANCES FOR TEACHING, OR COMMUNICATING WITH, THE BLIND, DEAF OR MUTE; MODELS; PLANETARIA; GLOBES; MAPS; DIAGRAMS
- G09B5/00—Electrically-operated educational appliances
- G09B5/06—Electrically-operated educational appliances with both visual and audible presentation of the material to be studied
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- the present disclosure relates generally to a mobile securities trading platform, including a mobile platform for trading stock options, which mobile platform may include educational and entertainment content as well as mobile visual trade order entry, mobile portfolio view, and/or mobile stock price view.
- An objective of the present disclosure is a trading platform that overcomes the deficiencies of existing platforms and systems by providing an improved mobile platform and/or providing improved investment educational content.
- the trading platform may be configured to provide a mobile platform interface (e.g., specifically designed and provided for mobile phones, tablets, etc.) that enables a trader (i.e., user of the platform) to review market data, review the trader's portfolio, order trades, and perform other functions.
- a mobile platform interface e.g., specifically designed and provided for mobile phones, tablets, etc.
- a trader i.e., user of the platform
- the mobile platform interface may include a mobile order entry portion, a mobile portfolio view portion, a mobile stock price view portion, an investment education video programming and interactive quiz portion (which may also be provided on a non-mobile version of the platform), and a portion for following trades of other users on the platform (which may also be provided on a non-mobile version of the platform).
- the trading platform may be provided to a user's device by a trading platform server.
- the trading platform server may be configured to, among other things, perform a method for presenting securities trading information.
- the method may comprise providing a menu of a plurality of individuals, wherein each of the plurality of individuals is associated with a respective one or more securities trades made through a trading platform, receiving, from a user who is not one of the plurality of individuals, a selection of at least one of the plurality of individuals, and providing, for the user, a graphical display of the respective one or more securities trades made through the trading platform
- FIG. 1A is a block diagram view of an exemplary embodiment of a security trading system.
- FIG. 1B is a block diagram view of an exemplary embodiment of a security trading system.
- FIG. 2 illustrates an exemplary embodiment of a portion of a mobile order entry interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 3 illustrates an exemplary embodiment of a portion of a mobile order entry interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 4 illustrates an exemplary embodiment of a portion of a mobile order entry interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 5 illustrates an exemplary embodiment of a portion of a mobile order entry interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 6 illustrates an exemplary embodiment of a portion of a portfolio view interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 7 is illustrates an exemplary embodiment of a portion of a portfolio view interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 8 illustrates an exemplary embodiment of a portion of a stock price view interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 9 illustrates an exemplary embodiment of a portion of a stock price view interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 10 illustrates an exemplary embodiment of a portion of a stock price view interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 11 illustrates an exemplary embodiment of a portion of a stock price view interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 12 illustrates an exemplary embodiment of a portion of a stock price view interface that may be provided in a mobile portion of a securities trading platform.
- FIG. 13 illustrates an exemplary embodiment of a portion of an interface for following the trading activity of other traders that may be provided in a securities trading platform.
- FIG. 14 illustrates an exemplary embodiment of a portion of an interface for following the trading activity of other traders that may be provided in a securities trading platform.
- FIG. 1A is a block diagram view of an exemplary system 10 for trading securities.
- the system 10 may include a plurality of trader computing systems 12 (three such trader computer systems are illustrated in FIG. 1 ), a trading platform server 14 , a trade history database 16 , a brokerage 18 , and a securities exchange 20 .
- the securities exchange 20 may be a marketplace for buying and selling securities (not shown) such as, for example only, stocks, bonds, futures, and options.
- the exchange 20 may be or may include an electronic marketplace, a live marketplace, or any other type of marketplace for buying and selling securities (not shown).
- the present disclosure will be described with reference to embodiments in which the traders purchase and sell, and the brokerage 18 facilitates the purchase and sale of, stock options. It should be understood, however, that the present disclosure is not limited to stock options. Rather, the system and methods illustrated and described herein may find use with any type of securities.
- the brokerage 18 may facilitate buying and selling of stock options by traders on the exchange 20 . Accordingly, the brokerage 18 may be in communication with the traders (i.e., through the trader computer systems 12 and/or the trading platform server 14 , in an embodiment) and with the exchange 20 . In an embodiment, the brokerage 18 may receive orders for buying and selling stock options electronically from the traders and perform the ordered trades on the exchange 20 or cause the ordered trades to be performed on the exchange 20 .
- Each of the trader computing systems 12 may be configured to provide access to a trading platform 10 .
- the trading platform may be operated by a trader to, for example, order option trades on the exchange, view stock and options prices and other trading data, access educational and entertainment materials, and view data respective of one or more accounts held by the user with the brokerage 18 .
- the trading platform may include one or more features set forth in U.S. provisional application No. 61/883,676, filed Sep. 27, 2013 (“the '676 application”), which is hereby incorporated by reference in its entirety.
- a trader computing system 12 may be or may include a mobile device (e.g., a mobile phone, tablet, etc.), in an embodiment. Additionally or alternatively, a trader computing system 12 may be or may include a personal computer or other computing device.
- a mobile device e.g., a mobile phone, tablet, etc.
- a trader computing system 12 may be or may include a personal computer or other computing device.
- the trading platform server 14 may be configured to perform a number of functions to assist traders in their trading decisions.
- the trading platform server 14 may be configured to provide stock and options prices, educational and entertainment information, and other information to traders through the trader computer systems 12 .
- Stock and options prices may be obtained by the trading platform server 14 , in an embodiment, from the brokerage 18 and/or from the securities exchange 20 .
- the trading platform server 14 may be further configured to store data in and retrieve data from the trade data database 16 .
- Data stored in the trade data database 16 may include records of trades ordered by traders, records of trades executed by or through the brokerage 18 , historical stock and options prices, and similar information related to trading services that may be performed through the trading platform.
- the database 16 may be or may include one or more data repositories including, but not limited to, one or more databases and database types as well as data storage that may not necessarily be colloquially referred to as a “database.”
- the database 16 may be configured to store, e.g., records of trades ordered by traders, records of trades executed by or through the brokerage 18 , historical stock and options prices, and similar information related to trading services that may be performed through the trading platform.
- the trading platform server 14 may be in electronic communication with the trader computer systems 12 and with the brokerage 18 to obtain and deliver stock and options prices, trader orders, and other information, in an embodiment.
- the trading platform server 14 may be owned or operated by the brokerage 18 .
- the trade platform server 14 may be a single server, or multiple servers acting in a redundant or additive capacity.
- the trader computer systems 12 may be configured to perform one or more of the functions described herein with reference to the trading platform server 14 and/or the brokerage 18 . Accordingly, the trader computer systems 12 may be in direct electronic communication with the brokerage 18 , the trade data database 16 , and/or the securities exchange 20 .
- the trading platform server 14 may include a processor 22 and a memory 24 .
- the processor 22 may be any appropriate processing device.
- the memory 24 may be any volatile or non-volatile computer-readable memory.
- the memory 24 may be configured to store instructions that embody one or more steps, methods, processes, and functions of the trading platform server 14 described herein.
- the processor 22 may be configured to execute those instructions to perform one or more of the same steps, methods, processes, and functions.
- Each of the trader computer systems 12 may also include a processor 26 and a memory 28 , with three processors and three memories illustrated in FIG. 1 .
- Each processor 26 may be any appropriate processing device.
- Each memory 28 may be any volatile or non-volatile computer-readable memory and may be configured to store instructions that embody one or more steps, methods, processes, and functions of the trader or trader computer system 12 described herein.
- the processor 26 may be configured to execute those instructions to perform one or more of the same steps, methods, processes, and functions.
- One or more of the trader computer systems 12 may be or may include a personal computer or mobile device (e.g., tablet, smartphone), in an embodiment.
- the trading platform server 14 and/or one or more of the trader computer systems 12 may include a programmable logic device (PLD), application-specific integrated circuit (ASIC), or other suitable processing device (not shown).
- PLD programmable logic device
- ASIC application-specific integrated circuit
- a trader in the system may be provided with a platform for, among other things, ordering the purchase and sale of stock options, reviewing trading data, and accessing educational and entertainment information.
- the platform may be provided, in an embodiment, by both the trader computer system 12 and the trading platform server 14 . That is, some elements or features of the platform may be installed on the trader computer system 12 , and other elements or features of the platform may be provided by the trading platform server 14 (e.g., on a software-as-a-service (SaaS) basis).
- the trader computer system 12 may provide (i.e., may have installed) a program that includes a graphical user interface of the platform, and the trading platform server 14 may provide much of the underlying data and calculations.
- storage and retrieval of data displayed in the platform 10 , calculations performed by or under the platform, and services provided through the platform may be performed by one or both of the trader computer system 12 and the trading platform server 14 .
- the platform may include a number of features that enhance the trading experience for a trader.
- the platform may be configured to, among other things: enable entry of trade orders through a mobile device; provide a graphical view of a user's portfolio on a mobile device; provide a graphical view of prices of stocks and other securities on a mobile device; provide investment education programming; provide modification of a trade order through a mobile device; provide closing of an order through a mobile device; and enable users to follow the trading activity of select other users.
- these functions may be performed by one or both of the trading platform server 14 and the trader computer system 12 .
- these functions are described below with reference to methods comprising steps performed primarily by the trading platform server 14 . It should be understood, however, that the methods described below are not restricted to performance by the trading platform server 14 .
- FIG. 1B is a second embodiment of a system 10 ′ for trading securities.
- the system 10 ′ may have many of the same or similar components as the system 10 illustrated in and described with respect to FIG. 1A . Accordingly, the description set forth above for such elements applies to the system 10 ′, as well.
- the system 10 ′ may include a direct connection between one or more of the trader computer systems 12 and a brokerage application programming interface (API) 17 , in an embodiment.
- the brokerage API may be provided, in an embodiment, by a brokerage (e.g., the brokerage 18 of FIG. 1A ).
- the brokerage API 17 may provide access to the functions of the securities exchange 20 , in an embodiment.
- the brokerage API 17 may be provided by or accessed through the trading platform server 14 (illustrated in FIG. 1B as the trade data, analysis, and support server 14 ), in an embodiment.
- the trading platform server may provide access to a trading platform in which the functions of the trading platform server and the functions enabled by the brokerage API 17 are accessed by a trader through a single interface, in an embodiment.
- the brokerage API 17 may be hosted by a server or system separate from the trading platform server 14 , such as a server at a brokerage.
- the functionality provided by the brokerage API 17 may be accessed through an interface separate from that provided by the trading platform server 14 .
- the trading platform server may be configured to provide certain interfaces and features specifically for mobile devices.
- the trading platform server may provide interfaces and features for mobile devices through a dedicated application running on the mobile devices and/or through a device-detection-based redirection module in the trading platform server or in electronic communication with the trading platform server.
- the mobile order entry interface may be configured to enable a user to set up, edit, and execute an order in a quick and complete fashion using a visual interface.
- an order may involve an order for a stock option trade.
- a mobile trading solution can provide improved access and flexibility to a trader by allowing adjustment of those variables through a mobile device to place a trade order.
- the mobile trading platform may include separate interface portions for each of above-noted steps (1)-(5).
- FIGS. 2-5 illustrate exemplary interface portions associated with steps (2)-(5).
- FIG. 2 illustrates an exemplary mobile interface portion 30 for picking a strategy/position to trade in for a selected symbol (referred to herein as the “strategy interface” 30 ).
- the strategy interface 30 may include a diagrammatic and spatial display for the user, in an embodiment.
- the strategy interface 30 may display, for example, stock price 32 , option price 34 , a bell curve 36 to illustrate the stock's relative price distribution for the remaining duration between the current trading day and the a given option expiration, and marks 38 , 40 relative to the bell curve 36 for one and two standard deviations in the price distribution.
- the data provided in the strategy interface 30 may be stored in and retrieved from the database 16 , in an embodiment.
- the trading platform server 14 may be configured to retrieve data from the database 16 , including data related to the user and/or data related to one or more stocks, securities, etc., and display that data for the user in the strategy interface 30 and/or another interface described and/or illustrated in this disclosure.
- the trading platform server 14 may be configured to provide a set of predefined strategies 42 that the user can access in the strategy interface 30 in order to reduce the user's time spent on setting up the trade.
- each strategy may be provided with long or short variations.
- the trading platform server may set the trade up accordingly according to the current price of the selected stock, according to a probability of profit calculation, according to the expiration of the option, and/or according to the implied volatility of the option. Further discussion of a probability of profitability calculation is included in U.S. provisional application No. 61/991,683, hereby incorporated by reference in its entirety.
- FIG. 3 illustrates an exemplary position edit interface portion 44 . It is common to edit a position's variables once it has been set up and prior to sending the order.
- the position edit interface portion 44 may enable the user to adjust position variables, without having to clear the position in its entirety, by using single touch controls. Control elements (e.g., radio buttons, sliders, increment/decrement controls, etc.) may be provided in the position edit interface portion for time, strike selection 46 , buy/sell 48 , and spread width 50 , for example.
- the position edit interface portion 44 may further include a manual price entry control element, in an embodiment.
- the trading platform server 14 may recalculate the user's probability of profit, extrinsic value, spread price, profit and loss zones, and the stock's price distribution curve and to present the recalculated data for the user through the strategy edit interface 44 .
- FIG. 4 illustrates an exemplary order edit interface 52 .
- the order edit interface may enable the user to adjust the variables of the order in the same fashion that the user is able to adjust the strategy, in an embodiment. That is, the order edit interface 52 may include control elements for quantity 54 , price 56 , and trade type 58 , for example.
- FIG. 5 illustrates an exemplary order review and placement interface 60 .
- the order review and placement interface 60 may display a diagrammatical and spatial snapshot of the trade.
- the order review and placement interface 60 may include portions illustrating the profit and loss zones 62 for quick evaluation of risk, strategy 64 , stock symbol 66 , details for each leg of the position 68 , order type 70 , and option price 72 .
- the information included in the order review and placement interface 60 may provide the user with a holistic visual description of the trade before it is sent.
- the order review and placement interface 60 may further include an order placement control element 74 . Referring to FIGS. 1 and 5 , when the user selects the order placement control element 74 , the trading platform server 14 may execute the trade ordered by the user through the interface portions 30 , 44 , 52 , 60 of FIGS. 2-5 .
- the trading platform server 14 may be configured to provide a portfolio view interface for a user that is specifically designed and provided for a mobile device.
- An exemplary portfolio view may include separate portions for viewing the portfolio and for viewing individual components (where a component may be, in an exemplary embodiment, an option or stock, or other futures or securities, held by the user) of the portfolio, in an embodiment.
- FIG. 6 illustrates an exemplary portfolio view interface portion 74 .
- the portfolio view interface portion 74 may include, in an embodiment, a list of a particular user's open stock and option positions, or other futures or other securities.
- the portfolio view interface portion 74 thus may provide a convenient and simplistic means to manage positions and overall risk.
- the portfolio view interface portion 74 may include (e.g., for both each individual open position and for the portfolio as a whole), for example, a probability of profit 76 , an extrinsic value 78 , a total net gain 80 from existing open positions, and a net change 82 for a given period of time (e.g., for the current or most recent trading day).
- the data shown in the portfolio view interface portion 74 may be retrieved from the database 16 by the trading platform server 14 and processed by the server 14 into visual depictions of the data that are presented in the portfolio view interface portion 74 .
- the calculation of an overall probability of profit for an individual user may be accomplished by comparing all of the user's individual positions to that of a common stock index, in an embodiment.
- the individual positions may be mapped to the common index through use of a correlation variable such as, for example and without limitation, Beta, to identify the approximate move that an overall index can make that would result in profitable individual positions.
- a correlation variable such as, for example and without limitation, Beta
- FIG. 7 illustrates an exemplary portfolio component interface portion 84 .
- the portfolio component interface portion 84 may include information respective of a single investment in the user's portfolio (e.g., a single option or stock), in an embodiment.
- the portfolio component interface portion 84 may include data such as, for example only, Delta 86 , Theta 88 , and open profit/loss 90 for the investment.
- the trading platform server may be configured to provide a stock price view interface portion (which may be referred to as a price view interface) for viewing prices and other information respective of stocks and securities, for example.
- a stock price view interface portion (which may be referred to as a price view interface) for viewing prices and other information respective of stocks and securities, for example.
- the price view interface will be described with reference to an embodiment in which all prices are stock prices, but the price view interface is not so limited except as specified in the claims.
- FIG. 8 illustrates an exemplary price view interface portion 92 including a pre-populated set of “notable” stocks.
- the trading platform server 14 may be configured to select particular stocks as “notable.”
- the trading platform server 14 may also provide additional or alternative pre-populated sets of stocks for the price view interface 92 .
- stocks may be shown in visual tiles 94 (for visual clarity, not all tiles 94 are indicated in FIG. 8 ), colored based on the change in the price of the stock during the present or most recent trading day, for example.
- Tiles 94 may include additional information related to the stock, such as the symbol of the stock, the price of the stock, and the change in price of the stock for the present or most recent trading day, in an embodiment.
- FIGS. 9 and 10 illustrate the price view interface portion of FIG. 8 , with additional information portions that may be provided.
- information 96 about the stock related to why the stock was selected for a pre-populated list may be provided.
- more in-depth information 98 about the stock may be provided, such as stock symbol, the last price, net change for the day, and a percentile display.
- the percentile display can be indicative of the relationship between the current price and the 52-week high and low price or between the implied volatility and the 52-week historical implied volatility.
- the price view interface may show a list of stocks selected by a user.
- FIG. 11 illustrates a price view interface portion 100 including stocks selected by a user. The user may select stocks for display through some other portion of the platform, in an embodiment.
- the price view interface 92 , 100 may include filtering tools.
- filters 102 may be related to earnings (e.g., stocks with upcoming earnings announcements) or implied volatility. Additional filters may be related to stock symbol, net change, percent change, and last price.
- the data used to properly process the filter requests can come from the database 14 and/or brokerage 18 , and the filters may be applied to the data by the trading platform server.
- the trading platform server 14 may be configured to provide one or more items of investment education video programming.
- the database 16 may store one or more investment education videos that may be streamed by a user computer system 12 through the trading platform server 14 .
- the trading platform server 14 may provide a live stream of one or more investment education video feeds.
- the videos may be accessible from a user's PC, mobile device, etc.
- the investment education video programming may be provided as a portion of and/or accessed through the mobile interface of the trading platform.
- the educational video programming of the trading platform may include content based on a “learn by watching others do” style of education.
- the educational content may be entertaining, easy to understand and actionable.
- users may be able to watch other real traders trading live while they discuss the trades they are making and the mechanics they adhere to when placing trades.
- the real traders can be users of the platform, professional traders, retail traders, or fictitious traders processed from the investment data and investment education data, for example.
- users may watch (e.g., the trading platform server may be configured to provide) pre-produced pieces that are designed to answer basic investment questions to better acclimate the user with some common options and trading terminology by addressing specific investor education topics, and by relaying brief synopsizes of trades made by an array of the real traders.
- the trading platform server may be configured to provide
- the trading platform may provide users with a real-time trade feed consisting of real trades executed by professional traders through the trading platform, which may be referred to herein as a user “following” one or more traders.
- the trading platform server 14 may provide real-time feeds of a diverse mix of traders with different account sizes, levels of experience, levels of risk, etc. so that different users can relate to different ones of the traders and learn from their respective trading styles.
- the trading platform server 14 may be configured to execute a method to provide a user with the ability to follow one or more traders on the trading platform.
- a first step of the method may include providing a menu of a plurality of individuals, wherein each of the plurality of individuals is associated with a respective one or more securities trades made through the trading platform.
- An exemplary interface 104 providing such a menu 106 (referred to herein as a trader menu 106 ) is illustrated in FIG. 13 .
- the trader menu 106 may include a listing of traders and characteristics of the traders and/or their accounts. For example, in an embodiment, each trader's name 108 , trading experience 110 , account size 112 , and risk tolerance 114 may be provided.
- the menu of a plurality of individuals may include and/or may be sorted by a list of recent trades made by the plurality of individuals.
- One such exemplary menu 110 is illustrated in FIG. 14 .
- such a menu 110 may include a listing of trades, with a stock symbol and position listed for each trade.
- one or more of the trade listings may include commentary from the trader.
- the trader commentary may include, for example, a rationale for one or more aspects of the trade.
- the method may continue to a step that includes receiving, from a user who is not one of the plurality of individuals, a selection of at least one of the plurality of individuals. That is, a user of the trading platform who is not one of the professional traders may provide a selection of one or more of the professional traders to follow.
- a user may select one of the individuals through one of the menus 106 , 110 illustrated in FIG. 13 or FIG. 14 , in an embodiment.
- the user may select an individual trader, or may select a group of traders directly (e.g., by explicitly selecting the traders in the group) or indirectly (e.g., by applying one or more filters to the list of traders in the menu). Such filters may include only closing trades, only opening trades, trades made that day, trades made the previous day, and trades made the previous week.
- the server retrieves that data from the database and processes it to match the requests made by the user.
- the method may further continue to a step that includes providing, for the user, a graphical display of the respective one or more securities trades made through the trading platform by the selected at least one of the plurality of individuals. For example, a list of all trades (or a subset of all trades) made by the selected one or more traders may be provided. For each trade, information related to the trade may be provided, such as trade structure, type of strategy, probability of profit, time of trade, underlying quote, visual snapshots of the diagrammatical and spatial display of the trade at the time it was sent, and related diagrams, for example.
- the follow feature may include biographical information about the traders, trade commentary from the traders, and/or additional data for any given stock and/or option position of the one or more traders.
- joinder references e.g., attached, coupled, connected, and the like are to be construed broadly and may include intermediate members between a connection of elements and relative movement between elements. As such, joinder references do not necessarily infer that two elements are directly connected and in fixed relation to each other. It is intended that all matter contained in the above description or shown in the accompanying drawings shall be interpreted as illustrative only and not limiting. Changes in detail or structure may be made without departing from the spirit of the invention as defined in the appended claims.
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Abstract
Description
Claims (14)
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US20230394575A1 (en) | 2023-12-07 |
US11756121B2 (en) | 2023-09-12 |
US20160104241A1 (en) | 2016-04-14 |
US20200226683A1 (en) | 2020-07-16 |
US20210264519A1 (en) | 2021-08-26 |
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